Markets at record highs. Tariffs back in the headlines. Bonds sending mixed signals. In this episode of Digging In, host John Savarino sits down with Andrew Lee, Rooted’s Planning & Trading Advisor, to unpack what it all means—especially as we enter the critical final months of 2025.

They dig into:

-Why “all-time highs” can be both a green light and a caution sign
-How new and proposed tariffs may ripple through prices, profits, and portfolios
-The current health of the bond market (yields, duration, and what to watch)
-Practical moves for savers and retirees as the year wraps up—without overreacting

Whether you’re managing risk, hunting for income, or just trying to make sense of the noise, this conversation delivers clear takeaways you can actually use.

📞 Want to see the strength of a full planning team behind your retirement? Call (866) 766-8332 for a complimentary consultation.
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Markets and Mustaches PT. 2 - Digging In - Rooted Wealth Advisors